+3,208.8%
LIN vs CSGP
+3,334.4%
-125.6%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.4% | +1.5% | -0.5% |
| 7D | -2.1% | -4.1% | +1.9% | -1.4% |
| 30D | -2.4% | +2.3% | -4.7% | -3.0% |
| 3M | -5.6% | -8.2% | +2.6% | -4.6% |
| 6M | -3.4% | -35.1% | +31.7% | +3.4% |
| YTD | +13.1% | -54.0% | +67.1% | +27.8% |
| 1Y | +2.5% | -65.3% | +67.8% | +21.6% |
| 3Y | +27.6% | -62.6% | +90.2% | +47.4% |
| 5Y | +63.0% | -64.8% | +127.9% | +87.6% |
| 10Y | +359.3% | +45.1% | +314.2% | +313.9% |
| All | +3,208.8% | +3,334.4% | -125.6% | +1,812.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded CSGP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling